AdvisorOS Directory
Claim Profile
Unclaimed Profile
DS

David Brian Schrager

CRAFT WEALTH MANAGEMENT LLC·GARDEN CITY, New York
SIE, Series 7, Series 24, Series 63Clean recordCRAFT WEALTH MANAGEMENT LLC
377 OAK STREET, GARDEN CITY, NY 11553CRD# 4203217Firm CRD# 170395

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
David Brian Schrager · GARDEN CITY, NY
Registration
CRD #4203217 · CRAFT WEALTH MANAGEMENT LLC
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 24
Series 63
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
CRAFT WEALTH MANAGEMENT LLC
CRD 170395 · SEC 801-86170
AUM
$9M
Regulatory assets under management
Employees
5
90 client accounts
Services offered by CRAFT WEALTH MANAGEMENT LLC
Per Form ADV
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
View all advisors at CRAFT WEALTH MANAGEMENT LLC →
Introduction

Speak with David

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if David is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in GARDEN CITY?

Browse all registered financial advisors in GARDEN CITY, New York or claim this profile if it's yours.

Browse GARDEN CITY AdvisorsAre you this advisor? Claim profile
04

Frequently Asked Questions

What services does David Brian Schrager offer?
David Brian Schrager specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in GARDEN CITY, New York for a consultation.
What are David Brian Schrager's credentials?
David Brian Schrager is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is David Brian Schrager located?
David Brian Schrager is based in GARDEN CITY, New York, working with CRAFT WEALTH MANAGEMENT LLC. Their office serves clients in the GARDEN CITY metropolitan area and surrounding communities.
How does David Brian Schrager charge for services?
David Brian Schrager's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CRAFT WEALTH MANAGEMENT LLC?
CRAFT WEALTH MANAGEMENT LLC has approximately 5 employees and manages $9M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at CRAFT WEALTH MANAGEMENT LLC

Stephen Mark Kiront
GARDEN CITY, NY
Barry Michael Kiront
GARDEN CITY, NY
Richard Joseph Rizzuto
GARDEN CITY, NY
George Robert Goldman
GARDEN CITY, NY
CFP

More Advisors in GARDEN CITY, New York

Kathleen Rafferty Hay
HILTON CAPITAL MANAGEMENT, LLC·GARDEN CITY, NY
Michael John Maguire
WILMINGTON CAPITAL SECURITIES, LLC·GARDEN CITY, NY
Paul John Metz
FIRST AMERICAN ASSET ADVISORY, LLC.·GARDEN CITY, NY
Alexander David Oxenham
HILTON CAPITAL MANAGEMENT, LLC·GARDEN CITY, NY
Andrew Taylor Crofton
FIVE ELEVEN FAMILY OFFICE LLC·GARDEN CITY, NY
Dennis Peter Lee
WILMINGTON CAPITAL SECURITIES, LLC·GARDEN CITY, NY

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in New York
NEW YORK (4737)ROCHESTER (141)PURCHASE (87)SYRACUSE (80)ALBANY (73)BUFFALO (72)MELVILLE (67)PITTSFORD (65)WHITE PLAINS (60)BROOKLYN (41)
City Guides
NEW YORK GuideROCHESTER GuidePURCHASE GuideSYRACUSE GuideALBANY Guide
Research
Advisor Fees in New YorkNational Fee Analysis
Request removal of this profile